UPS
TPZ

UHLMANN PRICE SECURITIES’s Tortoise Power & Energy Infrastructure Fund TPZ Stock Holding History

UHLMANN PRICE SECURITIES’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.1M Sell
53,711
-27,214
-34% -$558K 0.79% 28
2025
Q1 		$1.67M Sell
80,925
-28,168
-26% -$582K 1.23% 16
2024
Q4 		$2.19M Buy
+109,093
New +$2.19M 1.65% 7